SDIC
EFOR

South Dakota Investment Council’s Everforth Inc EFOR Stock Holding History

South Dakota Investment Council’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,099
Closed -$92K – 617
2020
Q4 		$92K Hold
1,099
– – ﹤0.01% 598
2020
Q3 		$70K Sell
1,099
-14,700
-93% -$1.01M ﹤0.01% 592
2020
Q2 		$1.05M Sell
15,799
-4,700
-23% -$249K 0.02% 393
2020
Q1 		$724K Sell
20,499
-21
-0.1% -$1.19K 0.02% 409
2019
Q4 		$1.46M Sell
20,520
-350
-2% -$22.8K 0.03% 368
2019
Q3 		$1.31M Buy
20,870
+7,070
+51% +$437K 0.03% 416
2019
Q2 		$836K Buy
+13,800
New +$829K 0.02% 452

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

South Dakota Investment Council's EFOR Position: Q1 2021 in Review

South Dakota Investment Council sold out of Everforth Inc (EFOR) in Q1 2021, closing a stake of 1,099 shares — an estimated $92K sold.

South Dakota Investment Council first reported a position in EFOR in Q2 2019 and held it in 7 quarters. The position peaked at $1.46M in Q4 2019. 281 funds tracked by Wall St. Rank hold EFOR as of Q1 2021.

  • South Dakota Investment Council reported no remaining Everforth Inc position as of Q1 2021 after selling out during the quarter.
  • South Dakota Investment Council sold 1,099 Everforth Inc shares in Q1 2021, an estimated $92K.
  • South Dakota Investment Council first reported a position in Everforth Inc in Q2 2019 and held it in 7 quarters.
  • South Dakota Investment Council's Everforth Inc position peaked at $1.46M in Q4 2019.
  • 281 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2021.

Based on South Dakota Investment Council's 13F filing for Q1 2021, filed 13 May 2021.